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Duck! Solar charge puts energy market transition on the fast-track
Australia’s record-breaking solar uptake, and the “duck curve” effect it is having on the NEM, will cause the “next major inflection” in the energy market, Morgan Stanley warns, and likely sooner than investors and industry players are expecting. -
Morgan Stanley: Battery storage to grow four times quicker than market thinks
Morgan Stanley predicts one million Australian households could install battery storage by 2020 – but it could be double that. The incumbent utilities, it says, are misreading the market, and it is has downgraded one of the big utilities because of it. -
Why you may not own, or drive your vehicle in 10 years time
Car ownership is expensive, dangerous and highly polluting. All three issues can be addressed by the combination of electric vehicles, car sharing, and autonomous driving. That means a new experience, a new business model, and a new multi-trillion dollar industry. -
Incumbent utilities and battery storage: They still don’t get it
Morgan Stanley says Australian energy market is still under-estimating the impact of battery storage. While some retailers and networks have been downplaying storage, Morgan Stanley is increasing its target to 3 million homes by 2035, up from 2.4 million.
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